Peachtree Investment Partners, LLC
CIK: 0001743863SEC EDGAR →
Portfolio Value
$301.3M
Holdings
127
As of
Q4 2025
New Positions
127
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | APPLE INC | 143,531 | $39.0M | 12.95% |
| 2 | MICROSOFT CORP | 69,198 | $33.5M | 11.11% |
| 3 | ELI LILLY & CO | 22,687 | $24.4M | 8.09% |
| 4 | VANGUARD INDEX FDS | 30,218 | $18.9M | 6.29% |
| 5 | VISA INC | 47,023 | $16.5M | 5.47% |
| 6 | SCHWAB STRATEGIC TR | 468,030 | $15.3M | 5.07% |
| 7 | MCKESSON CORP | 13,622 | $11.2M | 3.71% |
| 8 | COSTCO WHSL CORP NEW | 12,135 | $10.5M | 3.47% |
| 9 | HOME DEPOT INC | 30,388 | $10.5M | 3.47% |
| 10 | SCHWAB STRATEGIC TR | 378,722 | $10.2M | 3.38% |
Quarterly Changes
New Positions (127)
$39.0M · 144K shares
$33.5M · 69K shares
$24.4M · 23K shares
$18.9M · 30K shares
$16.5M · 47K shares
$15.3M · 468K shares
$11.2M · 14K shares
$10.5M · 12K shares
$10.5M · 30K shares
$10.2M · 379K shares
$8.1M · 14K shares
$7.7M · 50K shares
$7.4M · 23K shares
$7.3M · 32K shares
$7.2M · 39K shares
$4.9M · 7K shares
$4.1M · 12K shares
$3.9M · 12K shares
$3.6M · 20K shares
$2.9M · 11K shares
$2.9M · 9K shares
$2.6M · 5K shares
$2.6M · 8K shares
$2.4M · 5K shares
$2.1M · 8K shares
$2.0M · 3K shares
$2.0M · 76K shares
$1.9M · 9K shares
$1.7M · 14K shares
$1.5M · 4K shares
$1.3M · 2K shares
$1.3M · 7K shares
$1.2M · 4K shares
$1.2M · 20K shares
$1.1M · 10K shares
$1.1M · 14K shares
$1.0M · 1K shares
$1.0M · 3K shares
$823K · 3K shares
$802K · 6K shares
$778K · 1K shares
$748K · 3K shares
$744K · 2K shares
$743K · 2K shares
$674K · 10K shares
$669K · 6K shares
$596K · 9K shares
$593K · 1K shares
$592K · 2K shares
$589K · 9K shares
$571K · 1K shares
$553K · 1K shares
$485K · 2K shares
$461K · 4K shares
$442K · 2K shares
$429K · 4K shares
$410K · 17K shares
$398K · 2K shares
$397K · 3K shares
$343K · 4K shares
$336K · 4K shares
$335K · 814 shares
$326K · 3K shares
$321K · 664 shares
$319K · 2K shares
$309K · 973 shares
$307K · 917 shares
$303K · 766 shares
$299K · 2K shares
$294K · 6K shares
$290K · 1K shares
$281K · 4K shares
$280K · 1K shares
$271K · 416 shares
$265K · 2K shares
$263K · 950 shares
$260K · 3K shares
$260K · 5K shares
$259K · 1K shares
$247K · 1K shares
$243K · 8K shares
$240K · 9K shares
$239K · 3K shares
$236K · 2K shares
$227K · 783 shares
$220K · 1K shares
$217K · 1K shares
$216K · 3K shares
$209K · 2K shares
$209K · 672 shares
$206K · 632 shares
$204K · 352 shares
$204K · 932 shares
$203K · 1K shares
$171K · 5K shares
$160K · 7K shares
$154K · 479 shares
$144K · 1K shares
$73K · 521 shares
$67K · 320 shares
$65K · 370 shares
$51K · 306 shares
$44K · 363 shares
$41K · 167 shares
$40K · 191 shares
$39K · 105 shares
$36K · 192 shares
$27K · 194 shares
$24K · 95 shares
$24K · 50 shares
$17K · 700 shares
$17K · 200 shares
$15K · 650 shares
$12K · 59 shares
$12K · 68 shares
$11K · 41 shares
$11K · 398 shares
$10K · 155 shares
$9K · 343 shares
$8K · 67 shares
$6K · 220 shares
$5K · 45 shares
$5K · 30 shares
$2K · 88 shares
$1K · 47 shares
$1K · 146 shares
$1K · 46 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 62 | $95.2M | 31.6% |
| Technology | 9 | $89.3M | 29.6% |
| Healthcare | 10 | $42.0M | 14.0% |
| Consumer Cyclical | 12 | $35.8M | 11.9% |
| Consumer Defensive | 7 | $14.3M | 4.8% |
| Industrials | 11 | $9.3M | 3.1% |
| Communication Services | 4 | $8.3M | 2.8% |
| Unknown | 7 | $5.4M | 1.8% |
| Utilities | 4 | $1.1M | 0.4% |
| Energy | 1 | $461K | 0.2% |